See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $289,247 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $69,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,349 | $104,631-34.7% | $98,439-30.6% | $80,160-14.7% |
| Participation rate | 95.2% | 87.5%+7.7pp | 75.2%+20.1pp | 72.9%+22.3pp |
| Annual return | 17.27% | 34.72%-17.5pp | 21.16%-3.9pp | 40.38%-23.1pp |
| Employer contribution / active EE | $1,471 | $4,517-67.4% | $3,048-51.7% | $2,978-50.6% |
| Participant deferral / active EE | $4,235 | $6,545-35.3% | $4,738-10.6% | $5,017-15.6% |
| Admin fee / account holder | $99 | $105-5.9% | $8,948-98.9% | $145-31.9% |